What are the responsibilities and job description for the Account Executive New Firm Acquisition position at Rightworks?
Rightworks offers the only intelligent cloud purpose-built for accounting firms and professionals. Backed by award-winning support, our fully managed IT and applications ensure customers have secure, reliable, on-demand access to their technology. We provide a curated software ecosystem that simplifies the complexity of running an accounting firm or small business, supported by a community of thought leaders, peer networks, and educational resources. Our success is made possible by leveraging decades of specialized experience in leading accounting firms, SMBs and technology companies. Thousands of Firms and SMBs count on us to run their business every day.
We have a great team, we’re growing fast and have a winning culture based on innovation, teamwork, and mutual respect.
Job Overview
We are seeking a Senior Account Executive to lead new customer acquisition within the accounting and tax firm vertical. This role is designed for a consultative, business-oriented seller who excels at engaging firm leadership on growth strategy, technology modernization, security, and operational scalability.
This is an opportunity to own a territory as a business, collaborate with experienced pre- and post-sales partners, and influence how professional services firms modernize and scale securely.
Responsibilities
Requirements
Benefits
To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company-paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing paid volunteer time off. We are proud to be an Equal Opportunity Employer!
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the employer.
We have a great team, we’re growing fast and have a winning culture based on innovation, teamwork, and mutual respect.
Job Overview
We are seeking a Senior Account Executive to lead new customer acquisition within the accounting and tax firm vertical. This role is designed for a consultative, business-oriented seller who excels at engaging firm leadership on growth strategy, technology modernization, security, and operational scalability.
This is an opportunity to own a territory as a business, collaborate with experienced pre- and post-sales partners, and influence how professional services firms modernize and scale securely.
Responsibilities
- Own and execute a strategic territory plan, treating the territory as a long‑term business with accountability for pipeline health, deal progression, and sustained growth.
- Proactively build a book of business through disciplined outbound prospecting, targeted account identification, and strategic outreach to accounting and tax firms within the territory.
- Generate and qualify new opportunities through a combination of outbound engagement, industry events, professional associations, referrals, and relationship-based selling.
- Engage firm owners, managing partners, and IT leaders in executive-level conversations to uncover firm-wide strategic, operational, and growth-related needs.
- Position technology, hosting, security, and managed solutions as part of a broader modernization and scalability strategy for professional services firms.
- Manage complex, multi-stakeholder sales cycles from initial discovery through close, balancing urgency with thoughtful deal qualification.
- Develop deep market and customer knowledge to establish credibility as a trusted advisor within the accounting and tax community.
- Represent the company at industry events, tradeshows, and regional associations to build brand presence and expand network reach.
- Maintain accurate forecasts, opportunity management, and pipeline reporting within CRM tools.
Requirements
- 5 years of successful B2B sales experience, preferably in technology, cloud, security, compliance, or managed services.
- Proven ability to manage complex sales cycles and close new-logo business.
- Experience selling into accounting, tax, or professional services firms highly preferred.
- Strong executive-level consultative selling and discovery skills.
- Strategic territory and pipeline management capabilities.
- Ability to navigate multiple stakeholders and influence senior decision-makers.
- Strong business acumen and value-based selling approach.
- Willingness to travel for key events and customer engagements.
- Self-directed, results-oriented, and comfortable operating with autonomy.
- Proficiency with CRM tools and forecast management.
- This role is open to US Citizens or permanent residents authorized to work in the United States. Rightworks LLC is unable to offer visa sponsorship.
- Due to specific state regulations, we are unable to accept applications from residents of California, Hawaii, or Alaska.
- Relocation will not be offered for this position.
Benefits
To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company-paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing paid volunteer time off. We are proud to be an Equal Opportunity Employer!
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of the employer.